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D.J. St. Germain’s Mitsubishi UFJ Financial MUFG Stock Holding History

D.J. St. Germain’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5K Buy
1,180
+945
+402% +$17.8K ﹤0.01% 568
2026
Q1 		$3.99K Buy
235
+89
+61% +$1.58K ﹤0.01% 756
2025
Q4 		$2.32K Hold
146
– – ﹤0.01% 798
2025
Q3 		$2.33K Buy
+146
New +$2.16K ﹤0.01% 792

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

D.J. St. Germain's MUFG Position: Q2 2026 in Review

D.J. St. Germain increased its Mitsubishi UFJ Financial (MUFG) stake by 402% in Q2 2026, buying an estimated $17.8K and bringing the position to 1,180 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

D.J. St. Germain first reported a position in MUFG in Q3 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • D.J. St. Germain held 1,180 shares of Mitsubishi UFJ Financial worth $23.5K as of Q2 2026.
  • D.J. St. Germain bought 945 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $17.8K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #568 holding.
  • D.J. St. Germain first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.